---
title: "Portals: Offer Payment Schedules to Your Consumers"
description: "PDCflow portals can be configured to allow your customers to set up their own payment schedules. Payment portals can be configured to include the following schedule options: In this article, we will r"
---

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# Portals: Offer Payment Schedules to Your Consumers

## Enable customers to create their own payment plans (like 4 equal payments) directly on your PDCflow portals.

#### Requirements

- Account accepts **Card** and/or **Check** payments  
  ![Dashboard-Card-Check-Services](https://support.pdcflow.com/hs-fs/hubfs/Dashboard-Card-Check-Services.png?width=670&height=381&name=Dashboard-Card-Check-Services.png)
- Your [Security Group](https://support.pdcflow.com/how-to-set-up-security-groups?hsLang=en) allows Schedule/Portal configuration  
  ![Configure Schedules and Portals](https://support.pdcflow.com/hs-fs/hubfs/Configure%20Schedules%20and%20Portals.png?width=670&height=381&name=Configure%20Schedules%20and%20Portals.png)
- **Schedule Service** activated (contact your admin if you are missing the "New Schedule" option in the app's primary navigation)  
  ![Dashboard-New-Schedule-Navigation](https://support.pdcflow.com/hs-fs/hubfs/Dashboard-New-Schedule-Navigation.png?width=670&height=381&name=Dashboard-New-Schedule-Navigation.png)

#### Step 1: Enable Schedules on Portal

1. Go **Configure \> Portals  
   ![Portal-Configuration](https://support.pdcflow.com/hs-fs/hubfs/Portal-Configuration.png?width=670&height=381&name=Portal-Configuration.png)**
2. **Add new** or **edit existing** portal  
   ![Portal-Configuration-Add-and-Edit](https://support.pdcflow.com/hs-fs/hubfs/Portal-Configuration-Add-and-Edit.png?width=670&height=381&name=Portal-Configuration-Add-and-Edit.png)
3. Under **Settings**, check **Schedule Options**:  
   ![Portal-Configuration-Schedule-Options](https://support.pdcflow.com/hs-fs/hubfs/Portal-Configuration-Schedule-Options.png?width=670&height=495&name=Portal-Configuration-Schedule-Options.png)
   
     - ☑️ **Pay in Full Today** (required)
     - ☑️ **Make 4 equal payments**
     - ☑️ **Make payments of a minimum amount**
4. Set **Schedule Allowed Start Days** (0-31 days future)  
   ![Portal-Configuration-Schedule-Allowed-Start-Days](https://support.pdcflow.com/hs-fs/hubfs/Portal-Configuration-Schedule-Allowed-Start-Days.png?width=670&height=654&name=Portal-Configuration-Schedule-Allowed-Start-Days.png)
5. **Save  
   ![Portal-Configuration-Save](https://support.pdcflow.com/hs-fs/hubfs/Portal-Configuration-Save.png?width=670&height=589&name=Portal-Configuration-Save.png)**

#### Step 2: Configure Schedule Rules

1. Navigateto **Configure \> Schedules \> Settings  
   ![Schedules-Settings-Configure](https://support.pdcflow.com/hs-fs/hubfs/Schedules-Settings-Configure.png?width=670&height=433&name=Schedules-Settings-Configure.png)**

     - Set the **Minimum Payment Amount**. This determines the smallest allowable amount for individual payments in schedules. This setting takes precedence over the maximum terms table.  
       **![Schedules-Settings-Minimum-Payment-Amount](https://support.pdcflow.com/hs-fs/hubfs/Schedules-Settings-Minimum-Payment-Amount.png?width=670&height=371&name=Schedules-Settings-Minimum-Payment-Amount.png)**
     - **Fields tab**: Set **Default Interval** for schedules (usually **Monthly**; also available: Bi-monthly, Bi-weekly, Weekly, Daily). Portals use this to calculate timing for customer-created payment schedules.  
       ![Schedules-Settings-Default-Frequency](https://support.pdcflow.com/hs-fs/hubfs/Schedules-Settings-Default-Frequency.png?width=670&height=441&name=Schedules-Settings-Default-Frequency.png)
     - **Save  
       ![Schedules-Settings-Save](https://support.pdcflow.com/hs-fs/hubfs/Schedules-Settings-Save.png?width=670&height=441&name=Schedules-Settings-Save.png)**
2. **Configure \> Schedules \> Maximum Terms Table**
   
     - Click **New Maximum Term Range  
       ![Maximum-Terms-Table-Configure](https://support.pdcflow.com/hs-fs/hubfs/Maximum-Terms-Table-Configure.png?width=670&height=384&name=Maximum-Terms-Table-Configure.png)**
     - Enter the amount range + max months and use the sample to preview a sample outcome.  
       ![Maximum-Terms-Table-New-Example](https://support.pdcflow.com/hs-fs/hubfs/Maximum-Terms-Table-New-Example.png?width=670&height=175&name=Maximum-Terms-Table-New-Example.png)
     - Click **Submit** to save the payment range  
       ![Maximum-Terms-Table-New-Submit](https://support.pdcflow.com/hs-fs/hubfs/Maximum-Terms-Table-New-Submit.png?width=670&height=175&name=Maximum-Terms-Table-New-Submit.png)

#### Step 3: Set Up Email/Postback Notifications for Schedule Events

1. Navigate to **Configure \> Notifications  
   ![Configure \> Notifications](https://support.pdcflow.com/hs-fs/hubfs/Configure%20%3E%20Notifications.png?width=670&height=370&name=Configure%20%3E%20Notifications.png)**
2. Edit **Schedule Created** event, and/or the other schedule notification options.  
   ![Notifications-Schedule Options-1](https://support.pdcflow.com/hs-fs/hubfs/Notifications-Schedule%20Options-1.png?width=670&height=462&name=Notifications-Schedule%20Options-1.png)
3. Add emails (up to 10)
4. Click **Submit** toSave  
   ![Notifications-Submit-1](https://support.pdcflow.com/hs-fs/hubfs/Notifications-Submit-1.png?width=670&height=508&name=Notifications-Submit-1.png)  
     
   *Note: In Configure \> Portals, the setting for the portal's **Allow Event Notifications** must be **Yes.  
   ![Portal-Configuration-allow-event-notification-Yes](https://support.pdcflow.com/hs-fs/hubfs/Portal-Configuration-allow-event-notification-Yes.png?width=670&height=450&name=Portal-Configuration-allow-event-notification-Yes.png)***

#### How Payers See Options

Customer gets Flow payment request → Enters amount → Sees qualified options. Options auto-adjust by amount and may include:

- Pay in full today
- 4 equal payments
- Minimum payments + start date picker

![Payment Portal on browser](https://support.pdcflow.com/hs-fs/hubfs/Payment%20Portal%20on%20browser.png?width=290&height=423&name=Payment%20Portal%20on%20browser.png).   ![Payment Portal Schedule example on mobile](https://support.pdcflow.com/hs-fs/hubfs/Payment%20Portal%20Schedule%20example%20on%20mobile.png?width=333&height=406&name=Payment%20Portal%20Schedule%20example%20on%20mobile.png)

They select a payment schedule, accept terms, and get a receipt. 

#### View Schedules in Reports

To view all the schedules in your app, navigate to **Reporting \> Schedules.**

**![All Schedules](https://support.pdcflow.com/hs-fs/hubfs/All%20Schedules.png?width=670&height=343&name=All%20Schedules.png)**

To see every schedule, select all statuses before clicking Submit.

![Schedule-reporting-search filters](https://support.pdcflow.com/hs-fs/hubfs/Schedule-reporting-search%20filters.png?width=670&height=531&name=Schedule-reporting-search%20filters.png)

When you need to look for schedules in other ways, you can filter by many other options as well.

| Filter | Options |
| --- | --- |
| **Schedule Status** | Active, Complete, Billing Requested, Consent Sent, Consent Failed, Draft, Inactive, Initial Payment Failed |
| **Payer Data** | Account Number, Billing Last 4, First Name, or Last Name |
| **Payment Type** | Card, Check, Both |
| **Origin** | - REM: Recurring In-house Employee - RWE:  Recurring Online Payment Center - EXT: External Web Service |
| **Date Range** | - Create Date (Start, End) - Last Modified Date (Start, End) |
| **Employee** | - Created by - Modified by |
| **Company Hierarchy** | - Group - Location |
| **Account Directive** | - Card Merchant Account - Check Method of Payment |
| **Date Range** | - Create Date (Start, End) - Last Modified Date (Start, End) |

 

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